Plan Snapshot
- Plan Sponsor: Civista Bancshares, INC.
- Sponsor EIN: 341558688
- Sponsor Address: 100 EAST WATER STREET, SANDUSKY, OH, 44870
- Plan Type: DB
- Total Participants: 31
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 31 | $9.3M | $0 | $0 |
| 2023 | 42 | $10.0M | $0 | $0 |
| 2022 | 48 | $10.9M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PLANTE & MORAN PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $20,008 | $20,008 | — | — | — |
| 2023 | $15,825 | $15,825 | — | — | — |
| 2022 | $8,307 | $8,307 | — | — | — |